Bay Harbor Wealth Management’s CrowdStrike CRWD Stock Holding History

Bay Harbor Wealth Management’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13K	Buy	68 +16	+31%	+$2.27K	﹤0.01%	239
2026 Q1	$5.08K	Buy	52 +16	+44%	+$1.7K	﹤0.01%	341
2025 Q4	$4.22K	Buy	36 +12	+50%	+$1.53K	﹤0.01%	322
2025 Q3	$2.94K	Hold	24	–	–	﹤0.01%	298
2025 Q2	$3.06K	Buy	24 +20	+500%	+$2.17K	﹤0.01%	237
2025 Q1	$352	Sell	4 -976	-100%	-$93K	﹤0.01%	515
2024 Q4	$83.8K	Buy	980 +12	+1%	+$998	0.03%	79
2024 Q3	$67.9K	Sell	968 -72	-7%	-$5.11K	0.02%	90
2024 Q2	$99.6K	Sell	1,040 -200	-16%	-$16.6K	0.03%	60
2024 Q1	$99.4K	Sell	1,240 -4	-0.3%	-$306	0.04%	63
2023 Q4	$79.4K	Buy	+1,244	New	+$65.1K	0.03%	74
2021 Q1	–	Sell	-188	Closed	-$10K	–	256
2020 Q4	$10K	Sell	188 -84	-31%	-$3.27K	﹤0.01%	229
2020 Q3	$9K	Sell	272 -76	-22%	-$2.21K	﹤0.01%	233
2020 Q2	$9K	Hold	348	–	–	﹤0.01%	218
2020 Q1	$5K	Buy	+348	New	+$4.91K	﹤0.01%	227

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bay Harbor Wealth Management's CRWD Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its CrowdStrike (CRWD) stake by 31% in Q2 2026, buying an estimated $2.27K and bringing the position to 68 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Bay Harbor Wealth Management first reported a position in CRWD in Q1 2020 and has held it in 15 quarters since. The position peaked at $99.6K in Q2 2024. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Bay Harbor Wealth Management held 68 shares of CrowdStrike worth $13K as of Q2 2026.
Bay Harbor Wealth Management bought 16 CrowdStrike shares in Q2 2026, an estimated $2.27K.
CrowdStrike made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #239 holding.
Bay Harbor Wealth Management first reported a position in CrowdStrike in Q1 2020 and has held it in 15 quarters since.
Bay Harbor Wealth Management's CrowdStrike position peaked at $99.6K in Q2 2024.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.